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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nicholas? Claim Your ProfileNicholas Stinson is a financial advisor who has been in the industry since 2019. Nicholas is a registered representative with MML Investors Services, LLC. He is currently licensed to provide investment advice in New York and Texas. Nicholas has a Series 63, Series 65, and Series 7TO license, along with the SIE exam. His specialties include financial planning, pension consulting, educational seminars, and portfolio management. Nicholas holds a Master of Business Administration from Canisius College and works with individuals, corporations, high-net-worth clients, charitable organizations, and pension and profit-sharing plans. Nicholas Stinson has been with MML Investors Services, LLC since 2021. He previously worked at Northwestern Mutual Investment Services, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
NY
06/30/2021 - Present
MML Investors Services, LLC (AMHERST NY)
NY
05/30/2019 - 06/04/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WILLIAMSVILLE NY)
IA
Issued 07/08/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/30/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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